Purchases and Sales Made in Q1 2024 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q1 2024. The information is specifically focused on institutions that hold shares of BLACKROCK CREDIT ALLOCATION INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
575New |
$5.96K - $6.39K
|
575
$6.18K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
561+ 23.15% |
$5.81K - $6.24K
|
2.98K
$32K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
476+ 0.07% |
$4.93K - $5.29K
|
662K
$7.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
219+ 0.72% |
$2.27K - $2.44K
|
30.8K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
172+ 1.65% |
$1.78K - $1.91K
|
10.6K
$114K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
167+ 0.87% |
$1.73K - $1.86K
|
19.4K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
159+ 1.15% |
$1.65K - $1.77K
|
14K
$150K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
145New |
$1.5K - $1.61K
|
145
$1.56K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
117+ 0.95% |
$1.21K - $1.3K
|
12.4K
$133K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
72+ 2.13% |
$746 - $801
|
3.45K
$37.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
69+ 0.52% |
$715 - $767
|
13.2K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 0.1% |
$321 - $345
|
32.1K
$344K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
23+ 2.41% |
$238 - $256
|
979
$10.5K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 2.36% |
$51.8 - $55.6
|
217
$2.33K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.04% |
$41.4 - $44.5
|
11.1K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-36- 0.18% |
$373 - $400
|
20.3K
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.59% |
$1.04K - $1.11K
|
16.9K
$181K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-317- 0.56% |
$3.28K - $3.53K
|
56.4K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-400- 6.61% |
$4.14K - $4.45K
|
5.65K
$60.7K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-500- 2.31% |
$5.18K - $5.56K
|
21.1K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-510- 2.02% |
$5.28K - $5.67K
|
24.7K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-997- 1.13% |
$10.3K - $11.1K
|
87.5K
$940K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 4.96% |
$11.1K - $11.9K
|
20.6K
$221K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.1K- 0.03% |
$11.4K - $12.2K
|
3.81M
$40.9M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.14K- 5.7% |
$11.8K - $12.7K
|
18.9K
$203K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.3K- 4.39% |
$13.5K - $14.5K
|
28.3K
$304K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.59K- 7.88% |
$16.5K - $17.7K
|
18.6K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.23K- 7.42% |
$23.1K - $24.7K
|
27.8K
$298K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2.5K- 15.63% |
$25.9K - $27.8K
|
13.5K
$145K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.5K- 17.24% |
$25.9K - $27.8K
|
12K
$129K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.67K- 9.67% |
$27.6K - $29.7K
|
24.9K
$268K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.1K- 14.51% |
$32.1K - $34.4K
|
18.2K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.2K- 0.33% |
$33.1K - $35.5K
|
955K
$10.3M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.5K- 6.03% |
$36.3K - $38.9K
|
54.5K
$585K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.36K- 7.18% |
$45.2K - $48.5K
|
56.4K
$606K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.73K- 23.21% |
$49K - $52.5K
|
15.6K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.04K- 0.1% |
$52.2K - $56.1K
|
4.88M
$52.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.04K- 0.1% |
$52.2K - $56.1K
|
4.88M
$52.4M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.11K- 5.34% |
$73.7K - $79.1K
|
126K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.54K- 10.48% |
$88.4K - $94.9K
|
72.9K
$783K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.78K- 30.43% |
$91K - $97.7K
|
20.1K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9.86K- 2.06% |
$102K - $110K
|
470K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.3K- 6.42% |
$158K - $170K
|
223K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16K- 42.97% |
$166K - $178K
|
21.3K
$229K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.4K- 47.67% |
$169K - $182K
|
18K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.6K- 10.74% |
$193K - $207K
|
155K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-22.5K- 66.86% |
$233K - $250K
|
11.1K
$120K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-24.8K- 7.82% |
$257K - $275K
|
292K
$3.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-34.3K- 35.91% |
$355K - $381K
|
61.2K
$657K
|